Name: Mike Buchholz
Company: Sierra Investment Management, Inc.
Job title: CEO Senior Key Accounts de Sierra Investment Management, Inc.
Website of the company :
sierrainvestment.com /
Size of the company : sign up to find out
More Informations About This Profile (Education, Experience, Skills, etc...)
Education & Professional Experience
Mike has studied at University of Iowa in Economics.
Mike worked for Sierra Investment Management, Inc. as Senior Key Accounts Director between Sep 2015 and Dec 2016, for WBI Investments as National Sales Manager between Jan 2011 and Aug 2015, for ING as SVP, National Sales Manager between Jun 1994 and Dec 2010.
Skills & Competences
Mike has the following skills : 401k, FINRA, Series 6, Variable Annuities, Series 65, Asset Managment, Separately Managed Accounts, Investments, Fixed Annuities, Wealth Management, Series 7, Securities, Series 24, Mutual Funds, Asset Allocation, Retirement, Series 63, Retirement Planning, Alternative Investments, Portfolio Management.
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